Per Stirling Capital Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

Per Stirling Capital Management’s Portfolio CVIE Stock Details CVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$628K	Sell	7,384 -476	-6%	-$38.5K	0.06%	196
2026 Q1	$571K	Buy	7,860 +228	+3%	+$17.1K	0.06%	187
2025 Q4	$544K	Buy	7,632 +2,707	+55%	+$189K	0.06%	180
2025 Q3	$336K	Buy	4,925 +9	+0.2%	+$595	0.04%	215
2025 Q2	$320K	Buy	4,916 +99	+2%	+$6.06K	0.04%	216
2025 Q1	$279K	Buy	4,817 +9	+0.2%	+$524	0.04%	224
2024 Q4	$265K	Buy	4,808 +24	+0.5%	+$1.38K	0.04%	223
2024 Q3	$287K	Sell	4,784 -1,199	-20%	-$69.4K	0.04%	225
2024 Q2	$337K	Buy	+5,983	New	+$338K	0.05%	195

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Per Stirling Capital Management's CVIE Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Calvert International Responsible Index ETF (CVIE) stake by 6.1% in Q2 2026, selling an estimated $38.5K and leaving 7,384 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #196.

Per Stirling Capital Management first reported a position in CVIE in Q2 2024 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold CVIE as of Q2 2026.

Per Stirling Capital Management held 7,384 shares of Calvert International Responsible Index ETF worth $628K as of Q2 2026.
Per Stirling Capital Management sold 476 Calvert International Responsible Index ETF shares in Q2 2026, an estimated $38.5K.
Calvert International Responsible Index ETF made up 0.06% of Per Stirling Capital Management's portfolio in Q2 2026, its #196 holding.
Per Stirling Capital Management first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.